Filed June 30, 2009 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.8+ years Filed as: NORTHWEST PLAN SERVICES Service code 64 · EIN 91-2090931 | Recordkeeping Fees | $29,434 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $20,000 |
SAGEVIEW ADVISORY GROUP, LLC8+ years Filed as: SAGEVIEW Service code 70 · EIN 33-0818667 | Consulting Fees | $8,488 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009 | Bank Trustee | $5,584 |
MASTERY POINT8+ years Service code 26 · EIN 41-1810775 | Advisory (Participants) | $1,032 |
RUSSELL TRUST COMPANY8+ years Service code 21 · EIN 91-1116938 | Bank Trustee | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,647 | $95,274+10.9% | $135,903-22.3% | $74,419+42.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | -3.76% | 32.77%-36.5pp | 68.23%-72.0pp | 34.38%-38.1pp |
| Employer contribution / active EE | $8,942 | $3,874+130.8% | $4,856+84.1% | $2,637+239.1% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $62 | $266-76.7% | $10,762-99.4% | $348-82.2% |